Civic Intelligence

Max P Gottfried Testamentary Charitable Tr

990PF • Fiscal year 2011 • EIN 65-6404584

Jan 01, 2011 to Dec 31, 2011 • Filed on Jun 07, 2012

Organization Profile
PO Box 896643623-0966
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

39th percentile

-1.9%

Faster asset growth than 39% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$2,543,002

Down $48,347 (-1.9%) from 2010

Net Assets

Down

$2,543,002

Down $48,347 (-1.9%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$153,784

Up $34,111 (+29%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $2,591,349Liabilities 2010: $0Net Assets 2010: $2,591,3492010Assets 2011: $2,543,002Liabilities 2011: $0Net Assets 2011: $2,543,0022011Assets 2012: $2,710,662Liabilities 2012: $200Net Assets 2012: $2,710,4622012Assets 2013: $2,956,517Liabilities 2013: $400Net Assets 2013: $2,956,1172013Assets 2014: $2,978,987Liabilities 2014: $400Net Assets 2014: $2,978,5872014Assets 2015: $2,907,736Liabilities 2015: $400Net Assets 2015: $2,907,3362015Assets 2016: $2,995,826Liabilities 2016: $0Net Assets 2016: $2,995,8262016Assets 2017: $3,302,331Liabilities 2017: $0Net Assets 2017: $3,302,3312017Assets 2018: $2,996,932Liabilities 2018: $0Net Assets 2018: $2,996,9322018Assets 2019: $3,616,743Liabilities 2019: $0Net Assets 2019: $3,616,7432019Assets 2020: $3,948,670Liabilities 2020: $0Net Assets 2020: $3,948,6702020Assets 2021: $4,325,060Liabilities 2021: $0Net Assets 2021: $4,325,0602021Assets 2022: $3,191,085Liabilities 2022: $0Net Assets 2022: $3,191,0852022Assets 2023: $3,675,221Liabilities 2023: $0Net Assets 2023: $3,675,2212023Assets 2024: $3,915,314Liabilities 2024: $0Net Assets 2024: $3,915,3142024

Highlighted filing

2011

Assets$2,543,002
Liabilities$0
Net Assets$2,543,002
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $119,6732010Expenses 2011: $153,7842011Expenses 2012: $111,2162012Revenue 2013: $222,205Expenses 2013: $166,304Net Income 2013: $55,9012013Revenue 2014: $257,917Expenses 2014: $252,452Net Income 2014: $5,4652014Revenue 2015: $201,950Expenses 2015: $154,633Net Income 2015: $47,3172015Revenue 2016: $161,609Expenses 2016: $205,138Net Income 2016: -$43,5292016Revenue 2017: $248,632Expenses 2017: $243,919Net Income 2017: $4,7132017Revenue 2018: $331,714Expenses 2018: $228,980Net Income 2018: $102,7342018Revenue 2019: $259,665Expenses 2019: $226,698Net Income 2019: $32,9672019Revenue 2020: $411,685Expenses 2020: $246,324Net Income 2020: $165,3612020Revenue 2021: $338,567Expenses 2021: $261,072Net Income 2021: $77,4952021Revenue 2022: $284,949Expenses 2022: $361,275Net Income 2022: -$76,3262022Revenue 2023: $207,179Expenses 2023: $175,752Net Income 2023: $31,4272023Revenue 2024: $103,017Expenses 2024: $183,241Net Income 2024: -$80,2242024

Highlighted filing

2011

Revenue-
Expenses$153,784
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jun 7, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENT M GOTTFRIEDTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN ATHEISTSGENERAL OPERATIONSPUBLIC CHARITYPARSIPPANY, NJ, US$28,228
Paid GrantHERC FOUNDATION ACADEMIC SCHOLARSHIP FUND CO PROMEDICA HEALTH SYSTEMGENERAL OPERATIONSPUBLIC CHARITYTOLEDO, OH, US$28,228
Paid GrantPLANNED PARENTHOODGENERAL OPERATIONSPUBLIC CHARITYTOLEDO, OH, US$28,228
Paid GrantTHE UNIVERSITY OF TOLEDO FOUNDATIONGENERAL OPERATIONSPUBLIC CHARITYTOLEDO, OH, US$28,228
Filing and Contact Details

Filer

EIN
65-6404584
Raw XML Appendix342 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount01874
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01874
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue01913230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01913230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0VARIOUS WELLS FARGO ACCOUNTS
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal00
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV00
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue0509653
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV0509653
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount076042
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0265011
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0341053
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0341053
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01874
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01874
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0265011
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0112912
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0112912
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm066545
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss076042
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0187269
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice02136324
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0265011
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0290684
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm037444
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss037444
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm01554
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01554
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0112912
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm040872
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0153784
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0331556
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0341053
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm040872
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss040872
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01931425
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01913230
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01913230
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0576365
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0509653
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0509653
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY02591349
IRS990PF/BalanceSheets/RetainedEarningsEOY02543002
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY083559
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0120119
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0120119
IRS990PF/BalanceSheets/TotalAssetsBOY02591349
IRS990PF/BalanceSheets/TotalAssetsEOY02543002
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02543002
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02591349
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02543002
IRS990PF/BalanceSheets/TotalNetAssetsBOY02591349
IRS990PF/BalanceSheets/TotalNetAssetsEOY02543002
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0265011
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis01069898
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1801415
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0VARIOUS WELLS FARGO ACCOUNT FUNDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1VARIOUS WELLS FARGO ACCOUNT FUNDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2CASH IN LIEU - VARIOUS WELLS FARGO ACCOUNT FUNDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss058053
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1205755
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss243
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss31160
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses058053
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1205755
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses243
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses31160
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice01127951
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice11007170
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice243
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice31160
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0187269
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0235616
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02778618
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02591349
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02543002
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0120619
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0120619
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0120619
IRS990PF/DistributableAmount/MinimumInvestmentReturn0126433
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome05814
IRS990PF/DistributableAmount/TotalTax05814
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear02126
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01444
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax05814
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment02126
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment04
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal05814
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome05814
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension06500
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments07944
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02543002
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02567176
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0101839
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities02465337
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable038508
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0126433
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02528668
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02567176
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition010.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0BRENT M GOTTFRIED
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 8966
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0TOLEDO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0436230966
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0116492
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0113585
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.044919
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.034031
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.045343
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.068590
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.038286
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.038344
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02528668
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear102449425
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear202173718
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear302457685
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear402879908
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear502743053
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome02907
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0112912
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1083356
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2098562
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30168572
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40110260
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50105180
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.224594
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0112912
IRS990PF/QualifyingDistributions/ExpensesAndContributions0112912
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0112912
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10BRENT GOTTFRIED
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04194742973
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 8966
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0TOLEDO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0436230966
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OH
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount028228
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount128228
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount228228
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount328228
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10AMERICAN ATHEISTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11HERC FOUNDATION ACADEMIC SCHOLARSHIP FUND CO PROMEDICA HEALTH SYSTEM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12PLANNED PARENTHOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13THE UNIVERSITY OF TOLEDO FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 5733
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111801 RICHARDS RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121301 JEFFERSON AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 586
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PARSIPPANY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1TOLEDO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2TOLEDO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3TOLEDO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0070546733
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode143607
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode243624
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode3436970586
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0112912
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear065457
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1047455
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0120619
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0112912
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY055162
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear047455
OtherDecreasesSchedule/OtherDecreases/Amount0235616
OtherDecreasesSchedule/OtherDecreases/Description0CHANGE IN UNREALIZED APPRECIATION
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount037444
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome037444
TaxesSchedule/Taxes/Amount01354
TaxesSchedule/Taxes/Amount1200
TaxesSchedule/Taxes/Category0FOREIGN WITHHOLDING TAX
TaxesSchedule/Taxes/Category1STATE FILING FEE
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome01354
TaxesSchedule/Taxes/NetInvestmentIncome1200
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0656404584
ReturnHeader/Filer/Name/BusinessNameLine10MAX P GOTTFRIED TESTAMENTARY CHARITABLE TRUST
ReturnHeader/Filer/NameControl0GOTT
ReturnHeader/Filer/Phone04194742973
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 8966
ReturnHeader/Filer/USAddress/City0TOLEDO
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode0436230966
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-06-07
ReturnHeader/Officer/Name0BRENT GOTTFRIED
ReturnHeader/Officer/Phone04194742973
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0341833111
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SPILMAN HILLS & HEIDEBRINK LTD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine105555 AIRPORT HWY STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0TOLEDO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0436157320
ReturnHeader/Preparer/Name0JOHN S HILLS
ReturnHeader/Preparer/Phone04198658118
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-28T08:48:29-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,543,002
Liabilities
$0
Net assets
$2,543,002
Revenue
-
Expenses
$153,784
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.10$0.18$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.21$0.18$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.28$0.36$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.34$0.26$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.41$0.25$0.17
2019Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.26$0.23$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.33$0.23$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.25$0.24$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.16$0.21$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.20$0.15$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.26$0.25$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.22$0.17$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.11
2011Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.12